Scott Geller Email & Phone Number

Bringing staffing firms with no CFO a clear financial picture of today, a map of tomorrow and the CFO guidance to get there. The PathPredict 6-Step Finance Program solves the problem for staffing firms of not knowing cash, profitability, or how to reach your goals.𝗪𝗛𝗢 𝗪𝗘 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛:We work with staffing firms that lack a CFO or financial guidance. Typically, that means less than $30M in revenue. Our clients are healthcare, technology, industrial, and other disciplines that need an appropriate level of financial help.𝗪𝗛𝗬 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:You are excellent at building a staffing firm (your craft) ... maybe not the finance side (our craft). Leverage our Finance Program 6-Step Method to propel your expertise to reach your goals.𝗪𝗛𝗔𝗧 𝗠𝗔𝗞𝗘𝗦 𝗨𝗦 𝗗𝗜𝗙𝗙𝗘𝗥𝗘𝗡𝗧:The 6-step Method is customized to staffing, providing a streamlined finance solution that fits the specific needs of the staffing firm world. We help you understand your financials, strategically plan, and build your financial muscle.

Small business owners are excellent at their craft. They try applying the same "craft" skills to the business finances. It often does not work, so they turn to a bookkeeper and/or CPA. Again, it often does not work. The next step is a full-time CFO, but who can afford a $250K plus resource?!? What other option is out there? A fractional CFO!I provide fractional CFO to assist your business in making informed decisions regarding growth, competitors, or meeting challenges. Having worked at the Fortune 300 level and a small spin-off business, my perspective combines the advantages of both settings to best fit your situation. I specialize in modeling, pricing, audit and risk, operational assessments, and budgeting, while reinforcing your contract, IT, and HR functions. Contact me for the experience and guidance of a full time Chief Financial Officer at the fraction of the cost and on your terms.

Williamsburg, Virginia, Us

Meghan Freeman, Founder ... "I decided to work with Scott because I felt like he aligned with our company values, had the financial expertise, and he was able to translate financial jargon into language that I could understand and could inform practical decision-making. I was looking for higher level thinking and innovation, and I appreciated that Scott comes at the business from different angles."Abundant Life Partners is a counseling and therapy business with a vision to promote emotional, physical, and spiritual health by creating a space where our clients can understand and accept the reality of pain and suffering and thrive.

Washington, District Of Columbia, Us

Sorcero’s platform is a trusted companion, elevating how medical affairs and regulatory affairs experts capture, monitor, and analyze an expansive volume of scientific and medical content.

Irving, Tx, Us

Josh Davis, Founder and CEO ... "We are very fortunate to have Scott serve as our Fractional CFO. Scott works closely with our leadership team, brokers and tax specialist providing the information required. Scott is extremely responsive especially when urgent and willing to help out in other areas of the business. Highly recommended."Tommy Fulmer, hired to take over as full-time CFO ... "Scott facilitated a seamless transition as I took over as full-time CFO, ensuring everything was meticulously organized and communication was clear. His proactive approach exceeded expectations, making the transition much smoother and quicker than anticipated. I highly recommend Scott for any organization seeking exceptional financial leadership and guidance."Anders Group matches healthcare specialists with facilities throughout the nation. We provide staffing options that allow facilities to maximize profitability, candidates to advance their careers, and patients to receive the best possible service.

Richmond, Virginia, Us

Justin Etheridge, Partner … "The idea of hiring a fractional CFO was new to us, but we quickly realized the value that Scott brought to the business."Simple Thread is a people-first digital product agency. We work with our partners to design and build extraordinary software experiences.

Donnie Schemetti, Co-Founder & CMO … "He says he's a fractional CFO - but it sure feels like he's working full-time for us. Can't recommend his services highly enough."Supported Ticket Spicket through the diligence and sale process to Home Town Ticketing.

Hyattsville, Maryland, Us

Flavors is a boutique food and beverage-based technology solutions firm in Prince George’s County, MD specializing in culinary spaces + concepts in support of government, corporate, and retail clients. Our focus is in changing the way our culinary creatives can create, cook, and serve through the development of technology-centered food and beverage artisan complexes to advance ghost, virtual, and incubator kitchen concepts.

Short Pump, Virginia, Us

Nick Bawa, CEO & Co-Founder … "The specific feature I valued was his flexibility of not just being a fractional CFO, but leaning in as a fractional executive."Covintus leverages a global pool of over 500 developers and designers to provide software development solutions across the entire life cycle. We work exclusively with the top 1% of developers in the world with expertise in leading and trending technologies. Covintus provides the specialists you need, when you need them, guided by experienced leadership and project management.

Las Vegas, Nevada, Us

Host of the International Internet Radio show, The CFO Perspective.I provide my "CFO Perspective" with ways to enhance the finance function, health, and knowledge for entrepreneurs, business owners, and leaders. You can find weekly show details herehttps://tockify.com/ibgrnetwork/agenda?search=scott&startms=1609304400000IBGR is a Global Network of Entrepreneurs. Join business owners from around the world as we connect, support and grow together.

Promoted from C-level executive with expanding authority to full CFO capacity, Administrative, Facilities, Office Operations, IT Security, Resource Planning and partial HR. While at Fusion, I was responsible for CFO responsibilities including budgeting, pricing, planning, reporting, and accounting in addition to ERP, legal, IT security, and office operations. I was deeply involved in a support and leadership capacity at Fusion from the initial spin-off from Allianz through the trials of creating an independent company, and preparing for and reacting to a new market. I then guided Fusion through the activities around insourcing Fusion’s capabilities and platform back in to an Allianz parent company, while winding down services with non-Allianz clients. -Coordinated 10% to 15% annualized cost savings for four consecutive years by working with each division to identify opportunities along with constant vigilance to reduce the expense base without impacting productivity, capability, or initiatives.-Synthesized enterprise resource/work management platform (ERP) into reporting and analysis to collaboratively evaluate with senior leadership resource capacity, resource allocations, and operational efficiency opportunities. -Developed and presented Fusion, Board of Directors, and Allianz reporting of financial results, strategic planning, risk assessments, and funding or capital requests. -Negotiated multiple international $1M to $6M contracts combining complex terms and custom pricing with clients located in Central/South America, Middle East, Europe, and Asia. -Adapted financial and revenue multi-year forecasting models and sculpted processes that reduced modeling time by 50%, initiated year-round planning capability, and empowered subordinates with modeling responsibilities. -Directed financial aspects and lent strategic direction to executive team during negotiation of largest client contract with $10 to $12M annual value.

Responsible for firm’s pricing of services, +$15M budget with revenue forecasting and corporate and Board of Directors reporting, while providing support to both HR and legal functions. Led team that provided full accounting, AR/AP, parent reporting, and monthly close duties. Serve as support and back-up for part-time Acting CFO through decision making and strategic support.

Promoted to Finance Manager within 18 months of being hired by company. Promotion driven by assuming significantly increased responsibility and swiftly operationalizing the company's financial function.Served as Interim CFO for 6 months leading up to company spin-off date.Assumed ownership of 5-year financial projection model from modeling specialist consultants and enhanced model to reflect company’s revenue growth, expense management, and calculate value potential. Served as point of contact for HR, Legal, and Facilities for nine months until a dedicated resource could be hired.

Hired to provide the first dedicated financial support to the highest growth division (Fusion Company’s predecessor) within Mondial Assistance. Developed function’s first dedicated financial statements, projections, and reporting that was instrumental in positioning the group for expansion and new opportunities. Created 5-year financial projection, served as primary representative for internal audit and risk assessment, and operationalized accounts payables within first six months.

Glen Allen, Virginia, Us

Provided and presented analysis of critical financial statement components on $4.7 billion in insurance along with accounting and reporting support for quarterly and monthly closes. Leader of business line multi-year Planning and Operating Budget process after assuming assuming managerial duties over two peer analysts from Finance Manager resulting in successful transition and increased efficiency within team.

Glen Allen, Virginia, Us

Performed analytics and risk assessments on LTC products by developing profitability strategies, monitoring product experience, and strengthening operational environments. Asked to lead a multi-department team that generated $55M annual incremental premium through Genworth’s first rate increase on LTC policies. Requested personally to perform multiple assessments of procedural breakdowns to recommend corrective action and address core issues.

Glen Allen, Virginia, Us

Recruited as member of a small team to build out the first corporate audit staff following spin-off from GE to create audit plans, operating procedures, and systems. Executed operational and financial internal audits requiring in-depth risk assessments, control-based testing, extensive client management, Sarbanes Oxley testing, and execution of audit plans. Improved soundness of various operational and financial processes across multiple functional and international areas by evaluating controls and recommending corrective action.

Washington, Dc, Us

Independently prepared and communicated risk analysis of bank and holding company credit, capital, earnings, liquidity, sensitivity to interest rate risk, investment portfolios, and operational functions.

Masters, Finance

Bs, Finance & Business Systems